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iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

557 hedge funds and large institutions have $3.34B invested in iShares ESG Aware MSCI EM ETF in 2022 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 199 increasing their positions, 244 reducing their positions, and 67 closing their positions.

Holders
557
Holders Change
-11
Holders Change %
-1.94%
% of All Funds
9.42%
Holding in Top 10
9
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-55%
% of All Funds
0.15%
New
62
Increased
199
Reduced
244
Closed
67
Calls
–
Puts
$210K
Net Calls
-$210K
Net Calls Change
+$543K

Top Buyers

1
Jane Street
1
Jane Street
New York
$277M
2
TF
2
TIAA FSB
Florida
$141M
3
EI
3
Ellevest Inc
New York
$38.4M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.2M
5
OMC
5
Old Mission Capital
Illinois
$22.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$316M
2
LPL Financial
2
LPL Financial
California
$69.5M
3
PP
3
Prudential plc
United Kingdom
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$159M
Name Market Value Shares Shares
Change 		Shares
Change %
RW
401
Rede Wealth
Virginia
$246K 7,607 -10,820 -59%
RCWMU
402
Rothschild & Co Wealth Management (UK)
United Kingdom
$244K 7,561 – –
TPCW
403
TD Private Client Wealth
New York
$242K 7,475 -38 -0.5%
SCA
404
Spearhead Capital Advisors
Florida
$241K 7,465 +62 +0.8%
BAAM
405
Baker Avenue Asset Management
California
$241K 7,468 +293 +4%
CPIG
406
Chicago Partners Investment Group
Illinois
$240K 7,485 – –
PA
407
Planning Alternatives
Michigan
$239K 7,382 +1,698 +30%
EGWAG
408
Elwood & Goetz Wealth Advisory Group
Georgia
$237K 7,348 -10,302 -58%
PL
409
Plancorp LLC
Missouri
$237K 7,341 -3,456 -32%
SIC
410
Sigma Investment Counselors
Michigan
$237K 7,334 – –
DFA
411
DHK Financial Advisors
New Hampshire
$235K 7,280 +771 +12%
HWA
412
Heritage Wealth Advisors
Virginia
$235K 7,270 +4,064 +127%
AFP
413
Ausdal Financial Partners
Iowa
$234K 7,227 -140 -2%
ECG
414
Edge Capital Group
Georgia
$234K 7,254 +7,254 New
VWM
415
Venturi Wealth Management
Texas
$230K 7,127 -34,407 -83%
WIP
416
WealthCare Investment Partners
Rhode Island
$228K 7,043 -1,192 -14%
SAS
417
Sage Advisory Services
Texas
$226K 7,003 -413 -6%
WWM
418
WT Wealth Management
Arizona
$226K 6,989 +1,173 +20%
FCM
419
Fortis Capital Management
Washington
$226K 7,003 +7,003 New
SP
420
Successful Portfolios
Florida
$225K 6,953 -6,112 -47%
FHA
421
Flagship Harbor Advisors
Massachusetts
$221K 6,849 -62 -0.9%
CCA
422
Cobblestone Capital Advisors
New York
$219K 6,788 +436 +7%
OCM
423
One Capital Management
California
$217K 6,738 +410 +6%
SG
424
StoneX Group
New York
$214K 6,610 -5,554 -46%
SFM
425
Signet Financial Management
New Jersey
$212K 6,554 -125 -2%
15 16
17
18 19